- Citigroup (New York, NY)
- …of the yearly Advisor Scorecard performance planning and execution across the Private Bank , Wealth at Work and Citigold Wealth Businesses + Develop the Advisor ... or consulting. + Understanding of wealth banking products, particularly Deposits and Investment product and portfolio analysis is a plus. + Proficient in SQL,… more
- Cherry Bekaert (Albany, NY)
- …needs to be developing a sustainable financial plan. + Help secure private investment commitments and a strategy for long-term financial viability. + Actively manage ... compliance needs and enhance cross-industry initiatives. + Work collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive… more